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How to connect Clio and Docusign
Create a New Scenario to Connect Clio and Docusign
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Docusign will be your first step. To do this, click "Choose an app," find Clio or Docusign, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Clio node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
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Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the Clio and Docusign Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clio and Docusign Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Docusign, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clio and Docusign integration works as expected. Depending on your setup, data should flow between Clio and Docusign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Docusign
Docusign + Clio + Google Drive: When a Docusign envelope is completed, download the document and store it in a Google Drive folder corresponding to the client's matter in Clio.
Docusign + Clio + Slack: Upon full execution of a Docusign contract, a notification is sent to a Slack channel. The notification includes the relevant client file information from Clio, linking the executed contract to the client's record.
Clio and Docusign integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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See how Latenode works
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FAQ Clio and Docusign
How can I connect my Clio account to Docusign using Latenode?
To connect your Clio account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send client data to Docusign?
Yes, you can! With Latenode, automatically populate Docusign templates with Clio client data. Streamline document preparation and reduce manual data entry with a no-code workflow.
What types of tasks can I perform by integrating Clio with Docusign?
Integrating Clio with Docusign allows you to perform various tasks, including:
- Automatically sending new client agreements for e-signature.
- Updating Clio contact information when documents are completed.
- Creating new Clio matters upon Docusign signature completion.
- Triggering automated invoice generation after agreement signing.
- Storing signed documents in Clio related to the specific client.
How do I handle errors in my Clio to Docusign automation?
Latenode offers built-in error handling, detailed logs, and retry mechanisms, ensuring reliable automation even when unexpected issues arise.
Are there any limitations to the Clio and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates may require advanced configuration.
- Rate limits on Clio and Docusign APIs can affect large-scale automations.
- Custom field mappings require precise configuration for data accuracy.
